Role snapshot
A Financial Analyst focuses on financial analysis, forecasting and decision support. This page shows what to put on a Financial Analyst CV, which skills and keywords to include, how to write achievement bullets and which qualifications strengthen your application.
Professional summary starter
Financial Analyst with [X] years of experience in financial analysis, forecasting and decision support. Strong in financial modelling, variance analysis and forecasting, using Microsoft Excel (advanced) and Power BI / Tableau. Known for [one measurable result] and for working closely with colleagues across finance and the business. Seeking a Financial Analyst role where I can add measurable value.
Replace each [bracket] with your own facts. Edit the wording until it sounds like you.
Core skills to show
Financial modellingVariance analysisForecastingManagement reporting
Related keywords recruiters search for
Financial modellingVariance analysisForecastingManagement reportingbudgetingforecastingvariance analysisfinancial modellingKPIscenario analysisbusiness partneringdashboardrolling forecastcapital budgetingvaluationexecutive reporting
Tools and standards
Tools
- Microsoft Excel (advanced)
- Power BI / Tableau
- SQL
- Anaplan / Hyperion / Adaptive
- SAP
- PowerPoint
Standards and frameworks
- Management reporting
- Valuation methods
- Capital budgeting (NPV, IRR)
Achievement bullet ideas
Start each bullet with a strong verb and add a number, scale or time saved.
- Built a monthly forecast model for revenue of [amount] with accuracy within [X]%
- Delivered variance analysis that highlighted [amount] of savings or risk
- Created dashboards that cut report preparation time by [X] hours a week
- Built a driver-based forecast that improved accuracy to within [X]% of actuals.
Suggested CV structure
- Professional summary
- Core skills and tools
- Experience
- Key achievements
- Education
- Certifications
- Languages, awards and optional sections
Show forecast accuracy, decisions influenced and time saved. Name the planning and BI tools you build in.